See How Top Financial Advisors Save 10+ Hours Every Week Using Maximizer + Focal AI
What You'll Learn
Join Maximizer and Focal AI for a live walkthrough to eliminate admin, automate CRM updates, and spend more time with clients.
What You'll Learn
Join Maximizer and Focal AI for a live walkthrough to eliminate admin, automate CRM updates, and spend more time with clients.
What You'll Learn
Join Maximizer and Focal AI for a live walkthrough to eliminate admin, automate CRM updates, and spend more time with clients.
Meeting Prep
Want a quick refresher on your client before a meeting? Generate a quick "Client 360" before every call.
Meeting Prep
Want a quick refresher on your client before a meeting? Generate a quick "Client 360" before every call.
Meeting Prep
Actionable suggestions from your data, without digging into spreadsheets .
Customizable Meeting Summaries
Focal AI understands what's important data. Clear, structured meeeting notes every time.
Customizable Meeting Summaries
Focal AI understands what's important data. Clear, structured meeeting notes every time.
Customizable Meeting Summaries
Focal AI understands what's important data. Clear, structured meeeting notes every time.
Sync directly with Maximizer
Push meeting notes, tasks and client data to Maximizer with one click. Turn all of your existing data searchable.
Sync directly with Maximizer
Push meeting notes, tasks and client data to Maximizer with one click. Turn all of your existing data searchable.
Sync directly with Maximizer
Push meeting notes, tasks and client data to Maximizer with one click. Turn all of your existing data searchable.
Science Backed Coaching
Imagine having an expert advisor giving you personalized feedback based on your client conversations? Now you can.
Science Backed Coaching
Imagine having an expert advisor giving you personalized feedback based on your client conversations? Now you can.
Science Backed Coaching
Imagine having an expert advisor giving you personalized feedback based on your client conversations? Now you can.
SOC 2 Type II
OPC + PIPEDA Certified
Canadian Data Residency
No Audio or Visual
SOC 2 Type II
OPC + PIPEDA Certified
Canadian Data Residency
No Audio or Visual
Compliance Checklist
Compliance Checklist
Focal AI uses visible meeting bots that ensure implied consent under PIPEDA, preventing the risk of advisors illegally transcribing conversations with personally identifiable information, which can result in potential fines up to CAD $100,000.
Maximizer: Beyond a Typical CRM
Maximizer: Beyond a Typical CRM
Maximizer: Beyond a Typical CRM
Activity Timeline
Use AI to summarize your calls, emails, appointments, and notes to get a detailed overview of all interactions.
Email & Calendar
Manage your to-do list and sync emails and appointments to Maximizer without leaving your inbox.
Lead Handling
Separate leads from deals to keep your contacts and pipeline ready for the next move.
Dynamic Pipeline
Customize your processes with proven methodologies or create your own to build a winning pipeline.
AI-Powered Insights
Boost your client knowledge and improve relationships with human-centric AI.
Reports & Analytics
Monitor team performance and track progress against your targets with detailed out-of-the-box dashboards.
Activity Timeline
Use AI to summarize your calls, emails, appointments, and notes to get a detailed overview of all interactions.
Email & Calendar
Manage your to-do list and sync emails and appointments to Maximizer without leaving your inbox.
Lead Handling
Separate leads from deals to keep your contacts and pipeline ready for the next move.
Dynamic Pipeline
Customize your processes with proven methodologies or create your own to build a winning pipeline.
AI-Powered Insights
Boost your client knowledge and improve relationships with human-centric AI.
Reports & Analytics
Monitor team performance and track progress against your targets with detailed out-of-the-box dashboards.
Activity Timeline
Use AI to summarize your calls, emails, appointments, and notes to get a detailed overview of all interactions.
Email & Calendar
Manage your to-do list and sync emails and appointments to Maximizer without leaving your inbox.
Lead Handling
Separate leads from deals to keep your contacts and pipeline ready for the next move.
Dynamic Pipeline
Customize your processes with proven methodologies or create your own to build a winning pipeline.
AI-Powered Insights
Boost your client knowledge and improve relationships with human-centric AI.
Reports & Analytics
Monitor team performance and track progress against your targets with detailed out-of-the-box dashboards.
"What used to take 4 hours, we got done in 30 minutes."
Breck Judd - Senior Financial Advisor
"With Focal AI, I'm saving an hour to an hour and a half per meeting."
Ed Van Der Kooi, IPC
"I have tried 14 Al notetakers. Focal is the only solution for advisors that has thought through advisor-specific workflows, compliance, and has a proactive Al roadmap."
Jason Pereira - Senior Partner at Woodgate Financial
"When we started using Focal, we got almost a full day back in our work week."
Christian Battistelli - Senior Advisor Assante